Core Insights - By 2025, TikTok Shop is projected to have 400 million active consumers and its GMV is expected to approach $100 billion, ranking fifth among global e-commerce platforms, following Amazon, Walmart, Shopee, and eBay, with the highest growth rate [1] - According to EchoTik, TikTok Shop's GMV in Q3 2025 is estimated to be comparable to eBay's scale. The platform's GMV is expected to exceed $25 billion in Q4 2025, surpassing eBay, driven by the Black Friday-Cyber Monday shopping season [1] - In December, TikTok Shop's monthly GMV in overseas markets is anticipated to exceed that of Shopee [1] Market Expansion - TikTok Shop was launched in 2021 and has expanded into 17 global markets over nearly five years, including the US, several European countries, six Southeast Asian nations, as well as Mexico, Brazil, and Japan [1] Business Model - TikTok Shop differentiates itself from traditional e-commerce by promoting an "interest-based e-commerce" model, leveraging its recommendation capabilities to create a transaction loop centered around short videos and live streaming, facilitating a full process from interest discovery to trust-based purchasing [1]
TikTok Shop 2025年GMV接近千亿美元规模
Cai Jing Wang·2026-01-07 05:05